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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Keel Point
1951
Keel Point
Alabama
$495M +$49.9M +11% 5.4% 76.4% 177 14.69% 1.2
Yale University
1952
Yale University
Connecticut
$495M -$95.8M -16% 8.74% 33.7% 12 66.67% 0.5
Cortland Associates
1953
Cortland Associates
Missouri
$494M +$1.82M +0.4% 8.09% 57.1% 54 3.7% 2.3
SFMG Wealth Advisors
1954
SFMG Wealth Advisors
Texas
$494M +$24.8M +5% 4.6% 76.1% 124 12.1% 2
Omni Partners
1955
Omni Partners
United Kingdom
$494M +$46.7M +10% 14.5% 412% 32 71.88% 0.2
Crescent Park Management
1956
Crescent Park Management
California
$493M +$50.8M +11% 12.5% 87% 28 25% 0.9
Dorsey & Whitney Trust
1957
Dorsey & Whitney Trust
South Dakota
$491M +$52.1M +12% 5.01% 86% 347 20.17% 2.1
Doyle Wealth Management
1958
Doyle Wealth Management
Florida
$491M – – 2.6% 32.3% 134 – 0
American Assets Investment Management
1959
American Assets Investment Management
California
$491M +$17.8M +4% 2.73% 507% 157 12.74% 2.2
Radcliffe Capital Management
1960
Radcliffe Capital Management
Pennsylvania
$490M +$32.4M +7% 0% 4.8% 28 7.14% 1.3
Alpha Cubed Investments
1961
Alpha Cubed Investments
California
$489M +$72.6M +17% 6.22% 126% 215 25.12% 1.5
Zeke Capital Advisors
1962
Zeke Capital Advisors
Pennsylvania
$489M +$120M +32% 5.5% 41% 281 35.94% 0.3
Deltec Asset Management
1963
Deltec Asset Management
New York
$489M +$61.2M +14% 6.69% 128% 197 31.47% 1.4
Sageworth Trust
1964
Sageworth Trust
Pennsylvania
$489M +$29.8M +6% 6.82% 64.5% 86 33.72% 1.2
CapWealth Advisors
1965
CapWealth Advisors
Tennessee
$488M +$26.2M +6% 5.5% 152% 105 14.29% 2.6
Winslow Asset Management
1966
Winslow Asset Management
Ohio
$488M +$11.8M +2% 7.09% 89.9% 96 5.21% 3.1
Smith Salley Wealth Management
1967
Smith Salley Wealth Management
North Carolina
$488M +$7.52M +2% 5.24% 106% 183 19.67% 2.2
Maple Rock Capital Partners
1968
Maple Rock Capital Partners
Ontario, Canada
$487M +$190M +64% 11.5% 602% 24 29.17% 0.6
Jacobs & Co
1969
Jacobs & Co
California
$487M +$25.6M +6% 5.36% 105% 123 3.25% 3.2
GA
1970
GFS Advisors
Texas
$486M +$11.8M +2% 7.84% 97.9% 153 18.3% 2.1
First Interstate Bank
1971
First Interstate Bank
Montana
$484M -$23.5M -5% 3.24% 48.2% 778 16.45% 1.5
Armistice Capital
1972
Armistice Capital
New York
$484M +$61.6M +15% 4.97% 79.7% 66 56.06% 0.5
Kelly Lawrence W & Associates
1973
Kelly Lawrence W & Associates
California
$484M +$33.4M +7% 7.69% 123% 242 38.43% 1.5
John G. Ullman & Associates
1974
John G. Ullman & Associates
New York
$484M +$6.34M +1% 5.24% 156% 129 16.28% 2.4
Harvey Investment Company
1975
Harvey Investment Company
Kentucky
$483M +$8.5M +2% 5.83% 56.4% 82 3.66% 3.2